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BASIS OF THE INTEGRATED SYSTEM OF DEVELOPMENT MANAGEMENT Visions and aims of the local community

PROCESS OF THE LOCAL DEVELOPMENT PROGRAM PREPARATION - INTEGRATED SYSTEM OF DEVELOPMENT MANAGEMENT. BASIS OF THE INTEGRATED SYSTEM OF DEVELOPMENT MANAGEMENT Visions and aims of the local community Development program meeting the needs and preferences of of social partners and purchasers

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BASIS OF THE INTEGRATED SYSTEM OF DEVELOPMENT MANAGEMENT Visions and aims of the local community

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  1. PROCESS OF THE LOCAL DEVELOPMENT PROGRAM PREPARATION - INTEGRATED SYSTEM OF DEVELOPMENT MANAGEMENT

  2. BASIS OF THE INTEGRATED SYSTEM OF DEVELOPMENT MANAGEMENT • Visions and aims of the local community • Development program meeting the needs and preferences of of social partners and purchasers • Management system based on reflecting strategy visions and objectives in priorities and results of the realisation projects • Authority and competence accurately distributed among politicians, professionals and social partners • Institutional development based on the steady process, realization plans annually revised and updated

  3. THE BASIS OF THE INTEGRATED SYSTEM OF DEVELOPMENT MANAGEMENT • Plan realization rates based on strategic objectives and social expectations • Effective monitoring and upgrading system based on the repeatable process • Integration of an annual budget preparation process with a strategy realization plan • Implementation of the project management system and interdepartmental team work • Employees, their personal responsibility and training system.

  4. LOCAL DEVELOPMENT PLAN CITY DEVELOPMENT STRATEGY SECTOR STRATEGIES TRAINING PLAN LONG-TERM INVESTMENT PLAN 4-6 YEARS FINANCIAL PLAN 6-8 YEARS DEPARTMENTS AND THEIR ONE-YEAR BUSINESS PLANS BUDGET THE STRUCTURE OF THE INTEGRATED MANAGEMENT SYSTEM TACTICAL LEVEL STRATEGIC LEVEL OPERATIONAL LEVEL

  5. LOCAL DEVELOPMENT PROGRAM - ROLE Integrated Local Development Operational Program (ZPORR) and its context: • obligatory appendix to the application for the subsidy for the local development project • indirectly > “safety procedure”, an instrument checking the project accuracy

  6. The Local Development Plan should consider the following factors: • time schedule of 4-6 years • annual upgrading and revision • priority revision based on the factors and indices accepted • its composition: programs including 8 - 15 projects aiming at achieving particular goals in the development strategy • program managers responsible for program realization.

  7. LOCAL DEVELOPMENT PLAN – AN INSTRUMENT OF THE INTEGRATED MANAGEMENT SYSTEM • PROCESS COMPONENTS • ORGANISATION • DIAGNOSIS • PROGRAM • IMPLEMENTATION SYSTEM

  8. Stages of the Plan preparation process • Stage 1 - Organisation of teams and determination of the procedure: • appointing the Plan Working Team, • appointing the Plan Intersectional Team, • appointing the City Development Board, • appointing a team of consultants, • accepting the Plan preparation procedure, • determining all the working techniques,instruments and tools, • accepting the Plan preparation detailed schedule.

  9. Stages of the Plan preparation process • Stage 2 – Assessment of the City state of development and its competitiveness • analysing strategic documents • gathering and analysing the information describing the state and perspectives of the local development, including conducting surveys: • demographical situation, inhabitants’ income- its sources and amount, the structure of the local economy, competitiveness of the local companies • analysing the range and level of the city education, and also the state of the manpower • assessment of the financial situation and financial capacity with reference to the service offered and development programs

  10. Stages of the Plan preparation process • Stage 2 – Assessment of the City state of development and its competitiveness • Identifying the areas calling for improvement or improving financial situation including an analysis of the possible reasons of its existence • Identifying the key problems being the conditions of the city development ability • Identifying the city products, assessment of their competitiveness and determination of the clusters found as the key clusters for the city development

  11. SOURCES OF DATA • INFORMATION RESOURCES ON THE LOCAL SELF-GOCERNMENT UNITS • STATISTICAL OFFICE • TAX OFFICE • PROVINCIAL EMPLOYMENT OFFICE • POVIAT EMPLOYMENT OFFICE • CENTER FOR SOCIAL ASSISTANCE • REGIONAL EXAMINATION OFFICE • LOCAL DATA BANK • SOCIAL INSURANCE INSTITUTION • AGRICULTURAL SOCIAL INSURANCE FUND • QUESTIONNAIRE SURVEYS

  12. RANGE OF INFORMATION FROM TAX OFFICES TAX ON CIVIL LAW TRANSACTIONS (PCC) CORPORATE INCOME TAX (CIT) VALUE ADDED TAX (VAT) PERSONAL INCOME TAX (PIT) • TOTAL REVENUE AMOUNT FROM SOURCES OF REVENUE • TOTAL INCOME AMOUNT SUBJECT TO TAXATION • TOTAL CALCULATED TAX • NUMBER OF TAX PAYERS • TOTAL TAX VALUE AFTER TAX DEDUCTIONS • TOTAL NUMBER OF EMPLOYEES • TOTAL NUMBER OF TAX PAYERS • TOTAL NUMBER OF EMPLOYEES • TOTAL REVENUE AMOUNT FROM SOURCES OF REVENUE • TOTAL AMOUNT OF THE EXPENDITURES OF CAPITAL NATURE TO BE DEDUCTED • TOTAL TAX INCOME • TOTAL LOSS AMOUNT • NUMBER OF TAX PAYERS WITH LOSS • TOTAL TAX VALUE AFTER TAX DEDUCTIONS • TOTAL AMOUNT OF THE TAX DUE • TOTAL AMOUNT OF THE SUBJECT OF THE TAXATION • NUMBER OF PCC TRANSACTIONS • TOTAL VALUE OF SALE TREATED AS EXPORT,TAX RATE 0%

  13. DEMOGRAPHIC ANALYSIS Historical changes in the number of inhabitants, age structure, migration Prognosis for consecutive 25 years with the migration trends analysis

  14. ANALYSIS OF THE LOCAL COMMUNITY’S AFFLUENCE Assessment of the changes of the following factors in a period of last five years: • Number of people with income • Sources of income acc. to tax thresholds • Income amount with reference to the sources it comes from • Territorial structure

  15. ANALYSIS OF THE COMPETITIVENESS OF THE LOCAL ECONOMY Changes in a period of last five years: • Income level • Revenue level with reference to various forms of economic activity • Gross and net/ disposable income, advance tax amount • Size of employment • Expenditure of capital nature • Number of companies stating the economic activity loss • Level of export • Territorial and trade structure

  16. FINANCIAL SITUATION APPRAISAL • Analysis of indebtedness • Analysis of current expenditures • Analysis of expenditure of capital nature • Analysis of tax income • Analysis of the income from property/ assets

  17. FINANCIAL SITUATION APPRAISAL Assumptions for financial prognosis: • Prognosis concerning number of inhabitants • Age structure in prognosis • Level and structure of the inhabitants’ income • Income of the companies • Income from property / assets • Prognosis concerning the increase in employment and founding new companies • Service costs and development expenditures • Inflation, gross domestic product (PKB), money rates

  18. FINANCIAL SITUATION APPRAISAL Financial prognosis based on the main financial categories: • Budgetary prognosis with reference to the main categories of income and expenditure • Calculation of the debt service schedules • Budgetary investment and lending capacity appraisal • Commune property potential appraisal • Ratio analysis

  19. FINANCIAL SITUATION APPRAISAL - last year ending resources - grants of capital nature - credits - free resources - proprietary expenditure - debt service

  20. QUESTIONNAIRE SURVEY • Adolescents, their chances and professional aspirations • The entrepreneurial climate, companies and their capacity to increase the level of competitiveness and innovation

  21. STUDYING DEVELOPMENTAL CHANCES AND ASPIRATIONS OF ADOLESCENTS • Objective: • Findings concerning adolescents’ attitude towards their chances in the local labour market. • Findings concerning senior secondary school students and their plans connected with the fields of further professional education and also their readiness for out-of -poviat migration to gain education or find a job.

  22. THE ENTREPRENEURIAL CLIMATE, COMPANIES AND THEIR CAPACITY TO INCREASE THE LEVEL OF COMPETITIVENESS AND INNOVATION Objective: Appraisal of the local companies’ potential and competitiveness and also gaining information on their development plans

  23. Stages of the Plan preparation process • Stage 3 - Plan preparation: • Selection of the Local Development Plan priorities, • Determination of the Plan realisation factors (contribution, product, result and impact) as a basis for selection and monitoring of the city development plan realisation, • Determination of Plan programs and a list of strategic projects.

  24. STRATEGY OBJECTIVES OBJECTIVE4 OBJECTIVE5 OBJECTIVE 3 OBJECTIVE 1 OBJECTIVE 2 CURRENT SOCIAL AND ECONOMIC SITUATION PROBLEMS PRIORITIES Projects Programs X X X X PROGRAM 1 X X X PROGRAM 2 PROGRAM 3 X X X PROGRAM n

  25. DEVELOPMENT PLAN FOR THE CITY OF POZNAŃ V I S I O N POZNAŃ - A MODERN CITY OF AMBITIOUS PEOPLE P R I O R I T I E S NEW, HIGH-LEVEL WORKING POSITIONS NEW QUALITY OF THE CITY CENTRE INVESTMENTS IN THE HUMAN CAPITAL TRANSPORT AND ROADS FREE TIME NEW INFORMATION AND COMMUNICATION TECHNIQUES HIGH RESIDENCE QUALITY CIVIC SOCIETY P R O G R A M S •  POZNAŃ NEARBY • POZNAŃ WITHOUT TRAFFIC JAM REVITALISATION OF THE MAIN SHOPPING PRECINCTS  OLD TOWN -THE HEART OF THE CITY  MARKS OF THE CITY  LET’S HELP EACH OTHER  CONSCIOUS POZNAŃ INHABITANTS  HIGH EDUCATIONAL QUALITY  ACADEMIC CITY OF POZNAŃ  LIFE-LONG EDUCATION •  INNOVATIVE ECONOMY • YOUNG PEOPLE ACTIVE IN THE LABOUR MARKET  e-POZNAŃ  LET’S LIVE IN POZNANIU  SAFE POZNAŃ  CLEAN AND GREEN POZNAŃ  CULTURE POZNAŃ  ACTIVE AND ATTRACTIVE RESTING  POZNAŃ RICH IN SPORTS SUCCESS P R O J E K T Y

  26. MONITORING FACTORS AND INDICES Monitoring and revising mechanisms based on: • monitoring the state of surrounding • monitoring the level of strategy realisation PRODUCT INDICES  PROJECTS RESULT INDICES  PROGRAMS WSKAŹNIKI IMPACTS  PRIORITIES

  27. Phases of the Plan preparation process • Stage 4 – Preparation of the Plan document, consultations and approval: • Collection of projects, evaluation and selection, • The LDP financial plan preparation • The LDP document project preparation, • Presentation, consultations and modifications of the project prepared, • Passing a resolution by the City Council

  28. PROJECTS TO THE PLAN - SELECTION CRITERIA Two stages of factual appraisal: I stage – determination of priority significance II stage – project assessment concerning priority realisation Project appraisal scale 0 – project bears no relation to priority 1 – project bears weak relation to priority 2 - project provides some improvement ( locally, temporarily, with reference to a selected group of beneficiaries) to the current state with reference to the priority 3 – project substantially improves the city situation with reference to the priority

  29. Financial Plan • Plan cost analyses • Financial sources • Evaluation of the Plan financing possibilities based on one’s own financial resources and credit capacity

  30. UPDATING AND MONITORING Legal conditions: • Mayor’s decision on implementing, realising and updating the Local Development Plan

  31. STRUCTURE OF THE MAYOR’S DECISION • Definitions of notions • Organisation of working groups • Stages of the updating process • Work plan / Activities schedule • Sharing tasks and responsibilities in the process • Schedule of the updating process • Criteria of selecting the projects for the development plan • Programs and projects sheet forms • Monitoring rules

  32. PRIORITIES OF THE LOCAL DEVELOPMENT PLAN (LDP) LDP APPROVAL LDP PROJECT PROJECT PREPARATION COLLECTION AND REVIEW OF APPLICATIONS BUDGET INVESTMENT PLAN LOCAL TAXES AND CHARGES FINANCIAL POLICY CREDITS, BONDS MAYOR AND THE CITY COUNCIL SOCIAL PARTNERS GUIDELINES FOR LDP CONSULTATIONS OF THE LDP PROJECT K 1 K 2 K 3 K 4 INTERSECTORAL PARTNER GROUP REPORTS EVALUATION AND IDENTYFICATION OF KEY CITY PROBLEMS NEW REPORT ON THE LDP REALIZATION WORKING GROUP

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